Jonathan B Fishbeck

So we did a million in 2020, and we did 1.4 in January of this year, and we continue to scale that number up this year.

Absolutely.

Thank you, Nathan.

No.

Our clients are going to be typically between the age of 35 and 55.

We spent a lot of our time working with CEOs, technology founders, entrepreneurs that ended up accumulating a lot of assets very quickly, and the level of complexity started to grow very rapidly.

Yeah.

So I think where we're helping people out is on all of the things that are non-financial.

So they buy homes, they buy cars, they start to accumulate a lot of things.

The more money that you make, the more things that you have the ability to buy.

And a lot of times people start to accumulate very rapidly.

And what ends up happening is that they're reacting to managing those things.

So

We help people proactively manage those things where they're saving time, they're saving money.

They actually know what they have and where it is at all times.

I know what bank accounts I have.

I know where all my financial stuff is.

I've got a team of people managing it.

A lot of times with all of my physical assets, and that's where we really step in to help, you're managing your home in a reactive way.

I have a water leak, so now I fix it.